How to Streamline Sales Call Planning

Posted By:
Lucidchart Content Team

As the saying goes, some people could sell a glass of water to a drowning man. But no matter how naturally skilled the sales representatives on your team are, they could still benefit from the guidance and consistency that sales call planning provides.

Planning a well-researched and practiced sales call will give your sales rep an advantage. Check out the basic steps that most sales teams include, and then set your team up for success with your own sales call planning template in Lucidchart.

Sales Call Script Template (Click on image to modify online)

What is a sales call?

In the simplest sense, a sales call is a meeting—either over the phone or in person—between a salesperson and a potential buyer. In many cases, it’s the first point of contact a seller has with a potential client.

Sales calls can transpire in a few different ways:

Cold calls: Cold calls involve a member of the sales team calling prospective clients without any prior contact.

Lead generation forms: Other sales calls are initiated through lead generation forms. For example, a customer may have visited your site and filled out a lead form with the expectation that a sales call might take place in the future.

Purchase: Companies could also purchase a potential customer's information from a lead-generating business that collects information to repackage and resell to businesses.

Direct contact: In rare cases, interested clients may call a business directly to initiate a purchase of goods or services.

However the sales call originates, first impressions are key, which is why your team needs a solid sales call planning template.

Why should you use a sales call planning template?

A sales call template organizes potential client questions and responses so sales representatives can be prepared to handle objections, highlight the product’s or service’s value, and close the deal. It can be as simple as a few notes scribbled on a spare piece of paper or as formal as a preset template or fill-in-the-blank guided worksheet. (At Lucid, we would recommend building a conversation tree as shown in the template above.) Decide within your organization what works best for your sales team.

If you create a sales call template, don’t feel like you have to follow it to the letter. You should still let the potential customer’s comments ultimately guide your conversation—sales call planning merely prepares sales reps and keeps messaging more consistent across the organization.

Qualifying questions

Don’t waste time selling to unqualified leads. To figure out whether your lead is in a position to make decisions, you should develop a set of questions you can use to guide you through the conversation. These questions can also help you gather information about potential customers and the challenges they face.

“[NAME], tell me about a current obstacle that makes doing your job difficult?”

“Is your department head actively looking for a new [SOLUTION/PRODUCT]? Have they considered [YOUR PRODUCT/SERVICE]?”

Overcoming objections

This part of the sales call script template varies the most from client to client, as each potential customer has different areas of concern or hesitation. Be prepared to overcome objections as to why they can’t commit today. Common objections are budget concerns, lack of decision-making power, or the old “not looking to make a change right now” line. As you become more practiced, you will encounter different types of objections, so be flexible and able to answer whatever comes your way.

“I can see why [OBJECTION] would be a concern. How about we set up an in-office demonstration to show you how [PRODUCT/SERVICE] works in a live environment?”

Product benefits

You know your product better than anyone, so rely on that knowledge to drive home the specific pain points your product overcomes. Be ready to give a few examples of how your service or product helps current customers.

Closing

Depending on the product or service you sell, the close may include anything from sending additional product information to taking down payment information over the phone. Just make sure that you lay out the next step. Give the prospect a list of options like these:

Arranging an additional sales call

Making a future in-person appointment

Sending a contract over

Scheduling a demo

Based on the response to the above steps in the sales call script template, you should have a good idea of the appropriate type of close to use.

Throughout the sales call, you should take notes and gather information about the customer and the process. Use this information to build upon the relationship that you’ve established and refer back to your notes as you continue engaging with the customer.

Create and keep track of sales call templates for different situations in Lucidchart.

Practice makes perfect

Make minor tweaks to better target your sales pitch and hopefully see an increase in sales. Consider preparing different templates for different personas you sell to or for the different products being sold. And while no one sale call template will be perfect for every situation, going through the steps to create a template can be very helpful. You’ll discover what works and what doesn’t, as well as how to refine your sales call process.

A sales call script should never take the place of an organic conversation or be relied upon to carry the exchange. Rather, it should act as a guide and a reference throughout the pitching and selling process.

Use our free sales call script template above from Lucidchart to get started on your own customized script. Plus, see what other sales solutions Lucidchart can provide for your organization.

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About Lucidchart:

Lucidchart is the essential visual productivity platform that helps anyone understand and share ideas, information, and processes with clarity. With this intuitive, cloud-based solution, anyone can learn to work visually and collaborate in real time while building flowcharts, mockups, UML diagrams, and more.

The most popular online Visio alternative, Lucidchart is used in over 180 countries by more than 15 million users, from sales managers mapping out prospective organizations to IT directors visualizing their network infrastructure.